Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.617 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49401.85 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45340.31 Kr¶
PnL: ---------------------------------------> 284.31 Kr¶
DD now: ---------------------------------> -7.0 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 10:02:58.928652'
Anic Portfolio¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.090000 | 1666.260000 | 197.260000 | 13.430000 | 1468.999998 |
| Orrön Energy | 180 | 0.780000 | 2219.400000 | 176.400000 | 8.630000 | 2043.000000 |
| Sedana Medical | 93 | -2.520000 | 2594.700000 | 73.700000 | 2.920000 | 2521.000011 |
| Atrium Ljungberg B | 5 | -0.400000 | 991.000000 | 56.000000 | 5.990000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -1.650000 | 1003.200000 | 42.200000 | 4.390000 | 960.999996 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hexatronic Group | 12 | 0.140000 | 1003.200000 | 36.200000 | 3.740000 | 966.999996 |
| Sagax B | 4 | -0.940000 | 888.800000 | 34.800000 | 4.070000 | 854.000000 |
| JM | 6 | -0.530000 | 897.600000 | 33.600000 | 3.890000 | 864.000000 |
| Hoist Finance | 35 | -0.520000 | 1011.500000 | 31.500000 | 3.210000 | 980.000000 |
| Catena | 2 | -1.960000 | 822.400000 | 30.400000 | 3.840000 | 792.000000 |
| VEF | 909 | -1.620000 | 1877.990000 | 27.990000 | 1.510000 | 1850.000436 |
| OX2 | 13 | 1.700000 | 971.100000 | 21.100000 | 2.220000 | 949.999999 |
| Biotage | 7 | -0.370000 | 954.100000 | 13.100000 | 1.390000 | 940.999997 |
| HEXPOL B | 9 | 0.440000 | 1032.300000 | 11.300000 | 1.110000 | 1020.999996 |
| BioGaia B | 8 | -1.010000 | 940.800000 | 10.800000 | 1.160000 | 930.000000 |
| Gränges | 9 | -0.380000 | 938.700000 | 10.700000 | 1.150000 | 927.999999 |
| Bilia A | 8 | -0.610000 | 910.400000 | 10.400000 | 1.160000 | 900.000000 |
| Byggmax Group | 33 | -0.750000 | 966.240000 | 10.240000 | 1.070000 | 956.000001 |
| AcadeMedia | 8 | -0.590000 | 404.000000 | 2.000000 | 0.500000 | 402.000000 |
| Clas Ohlson B | 12 | -0.980000 | 974.400000 | 1.400000 | 0.140000 | 972.999996 |
| ASSA ABLOY B | 3 | -0.580000 | 775.200000 | -3.800000 | -0.490000 | 779.000001 |
| EQT | 4 | -1.340000 | 825.200000 | -6.800000 | -0.820000 | 832.000000 |
| Addnode Group B | 11 | 0.120000 | 903.100000 | -17.900000 | -1.940000 | 921.000003 |
| Nordic Waterproofing Holding | 7 | -0.730000 | 946.400000 | -20.600000 | -2.130000 | 966.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| SKF B | 5 | -0.160000 | 916.750000 | -23.250000 | -2.470000 | 940.000000 |
| Alimak Group | 11 | -1.560000 | 904.200000 | -23.800000 | -2.560000 | 927.999996 |
| Indutrade | 5 | -0.670000 | 1182.000000 | -36.000000 | -2.960000 | 1218.000000 |
| Latour B | 4 | -0.640000 | 810.800000 | -46.200000 | -5.390000 | 857.000000 |
| Vitec Software Group B | 2 | -2.080000 | 1037.000000 | -50.000000 | -4.600000 | 1087.000000 |
| Bufab | 3 | -1.200000 | 1038.000000 | -71.000000 | -6.400000 | 1109.000001 |
| Hexagon B | 26 | -1.630000 | 3377.400000 | -83.600000 | -2.420000 | 3461.000010 |
| BHG Group | 97 | -0.910000 | 1368.670000 | -90.330000 | -6.190000 | 1458.999989 |
| INVISIO | 16 | -0.660000 | 3592.000000 | -97.000000 | -2.630000 | 3689.000000 |
| TOTAL | 45338.010000 | 282.010000 | -7.00447% | 45056.000411 |
Updated:¶
'2023-07-05 10:02:00.227635'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
